TABLE OF CONTENTS This checklist is used to support the appraisal site coordinator in preparing for the On-Site period of the Appraisal Method.
Major events that the site coordinator is responsible for arranging are described in Table E-1. The time frames given are approximate, and are offset from the beginning of the On-Site period. The coordinator can use this list as a checklist for preparation. See also Section 3 for details.
| Item | Task | Description | Time frame |
|---|---|---|---|
| 1 | Executive briefing to obtain sponsorship for appraisal | Briefing by site coordinator, appraisal team leader, appraisal champion, or facilitator, as appropriate, to the potential sponsor introducing the referfence model and Appraisal Method (AM) concepts. | At least six weeks prior to On-Site period. |
| 2 | Determine confidentiality requirements | Determine, with senior management, the need for non-disclosure and confidentiality of agreements. | Four to six weeks prior to On-Site period |
| 3 | Select programs or product lines (three to five) | Site coordinator, working with the sponsor and indicated resource owners, selects the programs or product lines appropriate to the appraisal purpose. | Four to six weeks prior to On-Site period |
| 4 | Select appraisal team (three to seven team members, plus one to two facilitators) | The site coordinator typically determines the pool of appraisal team members for consideration by management, unless the coordinator has been empowered to make the selection. The facilitator is usually available to help in screening candidates. Provide a copy of the reference model and AM description... |
